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Gift Aid Declarations - Error in System Template

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Posted on by Julian 85

There seems to be a few Errors in the Gift Aid Declaration Template - How do we get these fixed?

The main one is:-

"Title" is populated by the Job Title Field - It should be the Salutation field

So In the example below it shows Project Manager - but should show Mr

Slightly more minor - There are a couple of places in the text where I believe it should display the charity name - but its just blank

".... have made in the past 4 years, to ."

should be

"... have made in the past 4 years, to Links of Hope PNG (UK)"

". will claim 25p on every £1 donated"

should be

"Links of Hope PNG (UK) will claim 25p on every £1 donated"

pastedimage1672928073611v1.png

  • Fundraising and engagement Profile Picture
    Fundraising and eng... on at
    RE: Gift Aid Declarations - Error in System Template

    We would request to create support ticket following below for further investigation (please mention that my alias (v-ragunda@microsoft.com) to assign the ticket).Once the ticket is raised the team would look into it.

    For nonprofit customers, support for Microsoft Cloud for Nonprofit, including Fundraising and Engagement, will be served by our Customer Service and Support (CSS) team. All partners who receive support from our Customer Service and Support team must have Advanced Support for Partners or Premier Support for Partners.  

    If you are a direct Cloud Solution Provider (CSP) partner, the best way to submit a request for support is to  

    ·         Go to Partner Center  

    ·         Select the customer account you’re submitting request for support on behalf of  

    ·         Complete the following forms  

    If you are not a direct Cloud Solution Provider (CSP) partner, and instead licenses are purchased via an indirect CSP provider, on Enterprise Agreement, or via an open direct model (purchased directly by the customer/nonprofit) the best way to submit a request for support is to: 

    ·         Navigate to Microsoft Cloud for Nonprofit Support  

    ·         Complete the following forms 

  • Julian Profile Picture
    Julian 85 on at
    RE: Gift Aid Declarations - Error in System Template

    Thanks

    The help page says that you can "amend the declaration" - This is true, you can change the date it was made, or the way that it was made  - verbal/on-line etc...

    Screenshot-2023_2D00_01_2D00_10-at-21.35.09.png

    But what I cant figure out is how to amend the template that produces the declaration statement - This seems to be a system template, and has a few errors - The main one being that it populates it with the donors job title, rather than their "Mr/Mrs" Title - which I think is labeled salutation in the record.

  • Fundraising and engagement Profile Picture
    Fundraising and eng... on at
    RE: Gift Aid Declarations - Error in System Template

    Please find the below link for the document to alter the declaration.

    learn.microsoft.com/.../fundraising-engagement-gifts-gift-aid

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